Key targets: recommended Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) ; Pay attention to Shanghai Zijiang Enterprise Group Co.Ltd(600210) , Jiangsu Azure Corporation(002245) , Miracle Automation Engineering Co.Ltd(002009) , Guangdong Guanghua Sci-Tech Co.Ltd(002741) , Guizhou Zhenhua E-Chem Inc(688707) , Guangdong Fangyuan Environment Co.Ltd(688148) , Guangdong Jiayuan Technology Co.Ltd(688388) , beiteri, Shanghai Putailai New Energy Technology Co.Ltd(603659) .
Investment perspective:
1. China electric vehicle hundred people's meeting was held, and the new energy vehicle industry was vigorous and upward Gotion High-Tech Co.Ltd(002074) chairman Li Zhen said: 1) it is estimated that the global battery demand will exceed 1500gwh in 25 years and 3000gwh in 2030, including 1600gwh for power battery and 1200gwh for energy storage battery. The demand of lithium batteries for global lithium resources will need 900000 tons in 2025 and 1.8 million tons in 2030. 2) In 25 years, the amount of mica lithium carbonate in Yichun will reach 500000 tons. At the same time, it is expected that the recycling and manufacturing of battery materials will reach a balance in 2040.
Academician Ouyang Minggao of Tsinghua University said: 1) the overall trend of new energy vehicles will grow rapidly from 2021 to 2030, and periodic fluctuations are inevitable. In 2022, the recovery of lithium battery is expected to be 53 GWH and 125 GWH in 25 years. The economic recoverable amount of lithium is 22 million tons, with sufficient resources. The proportion of recovery will be larger and larger in the future. The 25-year recovery and new supply will account for half respectively, and the proportion of recovery in the future will be higher and higher. 2) In 25 years, the batch of batteries will reach 300wh / kg. New materials such as 5V positive electrode, lithium rich positive electrode, metal lithium negative electrode and thin-film electrolyte will improve the performance of lithium batteries. In 2030, the transition from liquid state to solid state will be realized, and then to all solid state.
Contemporary Amperex Technology Co.Limited(300750) Wu Kai shows: 1) efficient group technology - Kirin battery, i.e. ctp3 0 scheme can achieve the same electrochemical system and battery pack volume, which is 13% higher than that of 4680 system. 2) In 2020, 14% of customers proposed no heat diffusion, and in 21 years, 86% of customers requested no heat diffusion. Non thermal diffusion has become a common requirement for the safety of battery system. 3) In 2020, catl8 series batteries will realize non thermal diffusion, and the new generation of high specific energy products that meet 1000km in 23 years will realize mass production and meet the demand of non thermal diffusion. 4) Chocolate battery replacement power station has the advantages of small floor area, fast battery circulation speed and large replacement capacitance.
Eve Energy Co.Ltd(300014) Chairman Liu Jincheng said: 1) large cylindrical battery will become the main power supply direction of high and middle end models in the future. Iron lithium battery provides cheap and high-quality solutions for popular models and long-term use scenarios. Therefore, we are optimistic about the development of cylindrical ternary battery and laminated iron lithium battery. 2) Safety and economy are the key objectives of power battery, and "absolute safety" is the pursuit goal. At the same time, "never fire" has become a technical reality. 3) The upstream supply chain is short of money. It has become a new feature of the times to travel all over the world to find a new ideal of turning "lithium" into capital.
2. Under the background of continuous high price of lithium ore, the economy of lithium battery recovery is prominent. Lithium battery recycling helps to make up for the supply gap of upstream resources, especially lithium resources. Lithium battery recycling has broad market space and development prospects. Attention: Bangpu cycle ( Contemporary Amperex Technology Co.Limited(300750) ), Miracle Automation Engineering Co.Ltd(002009) , Guangdong Fangyuan Environment Co.Ltd(688148) , Guangdong Guanghua Sci-Tech Co.Ltd(002741) , Cngr Advanced Material Co.Ltd(300919) , Gem Co.Ltd(002340) , Wangneng Environment Co.Ltd(002034) , Zhefu Holding Group Co.Ltd(002266) , etc.
3. In 2021, since the second half of 2021, since the second half of 2021, the second half of 2021, the second half of 2021, soft pack batteries, 4680 big cylinders + CTC, 4680 big cylinders + CTC, composite fluid collection technology (PET copper and aluminum foil), silicon carbon anode and other new technologies have accelerated the industrialization of new technologies such as the second half of 2021, accelerating the industrialization of new technologies such as new technologies, focusing on the improvement of new technologies on the subdivision pattern, recommending Contemporary Amperex Technology Co.Limited(300750) , and silicon carbon anode, paying attention to the improvement of new technologies on the subdivision pattern, recommending Contemporary Amperex Technology Co.Limited(300750) Contemporary Amperex Technology Co.Limited(300750) \ .
Risk warning: the production and sales of new energy vehicles are less than expected; Risks of changes in industrial policies and subsidies; The production expansion of overseas automobile enterprises is less than expected, the competition is intensified, and the profitability is declining; Technical route changes.
